How To Automate Your Savings
Listen to President Tim Russell and Pastor Drew Gysi explore this topic here. Why Automate your Savings? It Reduces the Likelihood of Human Error: Life is crazy and sometimes we forget to do the good things that we
Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to
The Underutilized Benefits of a Health Savings Account
Tax benefits and new contribution limits. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving
How U.S. Savings Bonds Work
How to keep track of your savings bonds’ maturity dates. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a
Understanding Extended Care
The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community
Measuring the Value of a Financial Professional
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money
Insurance When You Marry After 40
With people marrying later in life these days, coverage has become even more important. When you marry, you buy life insurance. Right? You buy it out of consideration for your spouse, and also realize
Inflation & the Real Rate of Return
Is your money gaining or losing purchasing power? The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
College Funding Choices
Explore the different ways you can help finance the costs of higher education. How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here